Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FILBRANDT WEALTH MANAGEMENT LLC | COM | 3351 | $53,000 | 250 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2021 |
SEMMAX FINANCIAL ADVISORS INC | COM | 3352 | $46,898 | 250 | 0.00 | 0.02 | 0 | 0.00 | 09-30-2023 |
BEACON CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 3354 | $49,055 | 239 | 0.00 | 239 | +Inf | 03-31-2024 |